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Here to act in your best interests

About me

I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When I’m not helping my clients, you can find me Travel the world and running my next half or full marathon. I’m also an outdoor enthusiast and speak fluent Spanish.


Chartered Retirement Planning Counselor™


Studied, Real Estate and Finance - Baruch College

Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Seattle II - Federal Way

2505 S. 320th Street

Suite 220

Federal Way, WA 98003

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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